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Financial Planning

Helping you pursue and maintain financial wellness through Financial Planning.

Our financial plans focus on your future without compromising your present and communicates your progress in a way that you can easily understand. Together, we’ll review strategies that are customized to your individual goals and available resources.

Our comprehensive eight-step process is designed from the point of view of the client, and allows you to be involved in every aspect of your investment plan. This type of plan empowers you to live your life on your terms by offering customization, transparency, flexibility, and ease of mind. Serving as a framework for organizing the pieces of your financial picture, your financial plan will help direct you toward your financial visions and goals.

 When you are ready to schedule a meeting, please fill out our Meeting Request Form and we will get back to you within one business day.

*These services are offered by Gene Bell through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through Avantax Insurance AgencySM.

Financial Planning

Financial Planning

Watch a short video to see how our financial plans can help bring your future into focus.

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